Long & Short of Markets: Vijay Kedia’s portfolio reallocation, inflation threat & more

Long & Short of Markets: Vijay Kedia's portfolio reallocation, inflation threat & more

Nothing epitomises the mood on Dalal Street better than a dialogue from the web series ‘Scam 1992: The Harshad Mehta Story’ — ‘Risk hai toh ishq hai’ — as greed appears to be the dominant emotion in this market. Even the maverick Vijay Kedia mouths this dialogue when he says, “apne ko toh risk se ishq hai” (I’m in love with risk). Read his interview and more in this weekend’s edition of ‘Long & Short of Markets’.

Alpha generators
For the next three years, this market veteran is betting on a defensive theme. Keeping in mind the sectoral rotation of investor money, FMCG is likely to wake up from it’s long slumber, opines this money manager. Read more here.

Commodities cheaper than stocks?
Jim Rogers believes the stock market is in a bubble phase globally and value bets can be found in commodities now instead. The printing of too much money by central banks is not a good sign for inflation, which in turn is bad for equities. Read more here.

Inflation to don bear’s hat?
Rising inflation may force central banks to turn hawkish, which may disrupt the global equity rally. JPMorgan, however, opines that moderate inflation and weaker greenback may be good for EM stocks, gold, debt and commodities. Read here for more on the impact of inflation.

D-Street exodus to grey market
Pricey valuations in the listed market is pushing the veterans of Dalal Street to explore potential value bets in the unlisted market. Read here to have a look at the stocks in demand in the grey market.

Product-based bet
This seasoned investor is betting on a product-themed investment plan for Indian companies. Talking about technology companies who have an edge over industry biggies due to lower cost of development, Vijay Kedia says he is picking product-based companies in the field of digitisation. Read his full interview here.

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